33 Backstop Solutions Testimonials

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  • “By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”

  • “Breadth of functionality. Quality of customer service. Strong focus on innovation, product improvement, and customer needs.”

  • “It was very much a patchwork of analysis that constrained the ability of the very talented people to extract the conclusions that they required.”

  • “Great relational database for information tracking, contact management, client management, distribution, and accounting.”

  • “Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist …

  • “Great system and very easy to access. Very powerful tool for Investor Relations and Marketing purposes."

  • “We can send out an email to our accountants and know they’re not going to see everything in the world. They’re just going to see what you told them they should see. It is genius.”

  • “I work in Backstop 8 hours a day, 5 days a week. It is our document database and main data depository. It provides us with the tools we use on a daily basis to both analyze and house our data and all the documents that we receive. Besides ease of …

  • “I have used several other systems in my days and this one is by far the best, most tailored to the asset management industry and with the most user-friendly features."

  • “We’re considered an institutional player, and Backstop is definitely one of those functions that can make every group a better performer and further institutionalize our investment management program.”

  • “With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting …

  • “We were really looking for where we could get the most bang for our buck when it came to software spend, especially after using an outdated, very manual system before. One of the main points that made the transition to Backstop such an easy decision was relationship tracking. Previously, we …

  • “Backstop’s core functionality is driven by relationships, and that is how our team works. Through Backstop, we can see performance numbers, cashflows, evaluations, and the like to better manage and develop each specific investor relationship.”

  • “Focusing on building long-term relationships with managers has — over time — enabled us to take advantage of opportunities that are not available to other institutional investors.”

  • "Backstop is very easy to organize. I have a wealth of data about our investors and prospects in one place. The tags allow me to have focused emails and campaigns. It makes us all more efficient at engaging our investors and prospects."